Who owns First Trust Short Duration Managed Municipal ETF?
Institutional ownership of FSMB from SEC Form 13F filings across 98 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
98
13F holders
$443.2M
value, 2026 filers
72.3%
of shares outstanding (22.8M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FSMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.2M | $104.9M | 0.0% | 16.6% | +1.9% |
| 2 | LPL Financial LLC | 2.5M | $49.9M | 0.0% | 7.9% | +10.1% |
| 3 | RMR Wealth Builders | 1.2M | $23.0M | 1.4% | 3.7% | +6.9% |
| 4 | HighTower Advisors, LLC | 896,202 | $17.9M | 0.0% | 2.8% | -5.6% |
| 5 | Corient Private Wealth LP | 857,020 | $17.1M | 0.0% | 2.7% | -18.6% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 730,841 | $14.6M | 0.0% | 2.3% | +167.5% |
| 7 | UBS Group AG | 713,289 | $14.3M | 0.0% | 2.3% | +5.2% |
| 8 | Waverly Advisors, LLCNEW | 701,965 | $14.0M | 0.1% | 2.2% | new |
| 9 | PFS Partners, LLC | 674,660 | $13.5M | 5.5% | 2.1% | -1.6% |
| 10 | RAYMOND JAMES FINANCIAL INC | 657,968 | $13.2M | 0.0% | 2.1% | +42.9% |
| 11 | Cetera Investment Advisers | 593,655 | $11.9M | 0.0% | 1.9% | +7.5% |
| 12 | Cambridge Investment Research Advisors, Inc. | 593,238 | $11,858 | 0.0% | 1.9% | +113.8% |
| 13 | Rockefeller Capital Management L.P. | 523,415 | $10.5M | 0.0% | 1.7% | +2.7% |
| 14 | XML Financial, LLCNEW | 519,295 | $10.4M | 0.8% | 1.6% | new |
| 15 | NewEdge Advisors, LLC | 511,049 | $10.2M | 0.0% | 1.6% | +34.7% |
| 16 | OSAIC HOLDINGS, INC. | 447,272 | $8.9M | 0.0% | 1.4% | +118.7% |
| 17 | WELLS FARGO & COMPANY/MN | 418,603 | $8.4M | 0.0% | 1.3% | +1.1% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 389,403 | $7.8M | 0.0% | 1.2% | +3.1% |
| 19 | ROYAL BANK OF CANADA | 354,639 | $7.1M | 0.0% | 1.1% | +9.8% |
| 20 | JPMORGAN CHASE & CO | 297,628 | $5.9M | 0.0% | 0.9% | +41.6% |
| 21 | Allworth Financial LP | 283,413 | $5.7M | 0.0% | 0.9% | +28.9% |
| 22 | Principle Wealth Partners LLC | 231,493 | $4.6M | 0.2% | 0.7% | +635.1% |
| 23 | STIFEL FINANCIAL CORP | 221,365 | $4.4M | 0.0% | 0.7% | +15.0% |
| 24 | JANE STREET GROUP, LLC | 200,133 | $4.0M | 0.0% | 0.6% | +1067.4% |
| 25 | Gateway Wealth Partners, LLC | 176,814 | $3.5M | 0.2% | 0.6% | -24.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.